Waddell & Associates, LLC

Matthew Gentzkow is a financial advisor at Waddell & Associates, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for nine years before joining Waddell & Associates in 2024. Waddell & Associates provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and charitable institutions. The firm’s investment approach incorporates a global macroeconomic perspective and employs model portfolios that are actively monitored and rebalanced, utilizing mutual funds, ETFs, structured notes, and individual securities as appropriate.

Shelly Baker is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Waddell & Associates, LLC since 2022. Her prior experience includes roles at B Riley Wealth Management, Fidelity Brokerage Services, Raymond James & Associates, and SunTrust Bank. Waddell & Associates provides wealth management and financial planning to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and charitable institutions. The firm uses a global macroeconomic approach with model portfolios, discretionary management, and algorithmic advisory options to tailor solutions across a range of investment vehicles.

Carol Lee Royer is a CFP® and CFA® with 22 years of experience in the financial advisory industry. She has been with Waddell & Associates, LLC since 2016 and previously worked at Waddell & Associates, Inc. from 1997 to 2016. The firm provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and charitable institutions. Waddell & Associates employs a global macroeconomic investment approach, using model portfolios and discretionary portfolio management across a range of securities and strategies.

Sean Gould is a CFP® and PFS™ credentialed financial advisor with 12 years of industry experience. He has been with Waddell & Associates, LLC since 2012, working at the firm through its various iterations. Waddell & Associates provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension plans and charitable institutions. The firm’s investment approach is based on a global macroeconomic perspective and utilizes model portfolios that are actively monitored and rebalanced, with discretionary management that may include third-party managers.

Laurie Cortner is a financial advisor at Waddell & Associates, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked in diverse roles including at ARGI Investment Services, LLC and The Federal Savings Bank. Waddell & Associates provides wealth management and financial planning services to individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm’s investment approach is guided by a global macroeconomic perspective and employs model portfolios that are actively monitored and rebalanced.

Robert Graham is a CFP® and holds a Series 65 license with three years of industry experience. He has been with Waddell & Associates, LLC since 2021. His prior work includes roles at AutoZone, The Marston Group, PLC, Deloitte, Aerospace Products International, and CPA Education. Waddell & Associates provides wealth management and financial planning services to individuals, corporate pension and profit-sharing plans, and charitable institutions. The firm employs a global macroeconomic investment approach using model portfolios, discretionary management, and algorithmic advisory options, and it leverages a network of affiliated entities for comprehensive client solutions.

Michael Bartlett is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to help them grow and protect their wealth, make informed investment decisions, and simplify their financial lives through personalized financial planning. Prior to his current position, Michael served as an Investment Management Consultant and Investment Consultant at Fidelity Investments from 2020 to 2023. His earlier experience includes roles as a Financial Advisor at Edward Jones and UBS, and as a Wealth Planning Analyst at UBS. He holds an Arkansas Insurance License.

David Waddell is a CFP® with 22 years of industry experience. He is a managing partner at Waddell & Associates, LLC and has been involved with the firm and its related entities since 2000. Waddell is also a passive shareholder in Ironhorse Capital LLC. Waddell & Associates provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and charitable institutions. The firm’s investment approach is based on a global macroeconomic view, utilizing model portfolios and discretionary management across various asset types, and it offers both traditional and algorithmic advisory solutions.

Lukas Hooper is a CFP® professional with 4 years of industry experience, currently serving at Waddell & Associates, LLC since 2023. Prior to this, he worked at Legacy Wealth Management and Deloitte Tax, LLP. Waddell & Associates provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension plans and charitable institutions. The firm employs a global macroeconomic investment approach using model portfolios, discretionary management, and algorithmic advisory options for smaller accounts.

Alexa Alcala is a financial advisor at Waddell & Associates, LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at Green Square Capital Advisors LLC and First Horizon Bank. Before her financial career, she spent eight years with Beale Street Blues Company. Waddell & Associates provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and charitable institutions. The firm employs a global macroeconomic investment approach using model portfolios, discretionary management, and algorithmic advisory options tailored to account size.

Perry Green is a CFP®, CFA®, and PFS™ with 22 years of experience in financial advising. He has been with Waddell & Associates, LLC since 2016 and is also affiliated with its related entities. Waddell & Associates provides wealth management and financial planning services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and charitable institutions. The firm employs a global macroeconomic investment approach, using model portfolios that are actively monitored and rebalanced, and offers both discretionary portfolio management and algorithmic advisory options.